What is the moat? Please tell me. We have Blue Origin, 3 other Chinese companies. Do you believe in 10-20 years that the gap between spacex and these companies will widen or shorten? Does spacex have some super special patents that no other company can reproduce?

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> None of their competitors can catch up. I have been hearing that for years about Tesla. Now a fucking dinosaur VW grows faster and outsells them(when considering EV only) in Europe. Chinese brands in China. They only have US left because of tarrifs. Their sales dropped significantly this year despite EV market growing. Number of launches is not a Moat. Moat is something that competitors cannot do. Number of launches is just motivation of others to go after this market just as it was with Tesla.

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it does have a moat, information and data on everyone globally it's got access, infrastructure and deals in place and is owned by the us government and it's allies and those are just the public deals we are aware of, with every store having cameras it now has your face, location, phone and bank details in one place and what you bought now combine it will the other data points they have on a massive scale

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What would say SpaceX’s MOAT is compared to competitors such as rocket lab or blue origin.

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PLTR has plenty of moat. I can assure if spaceX IPOs at an absurd valuation it’s going to get a whole lot of competition. Even if it takes 5-10 years, thats not enough time to justify the valuation.

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Because they don't understand what a moat actually is, they just repeat what they read.

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Blue Origin and ULA disagree. SpaceX's moat is eroding, and that's before we get into international competition.

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BYD is now ahead of Tesla in both volume and profit margin and also has a pretty straightforward path to autonomy fairly soon (they collect a lot more data than Tesla and have more sensors). Tesla had a head start on every category against them but have lost all categories except being closer to full autonomy (though neither are there yet and BYD is progressing faster). Even if they do get to autonomy with a 1-2 year head start there’s now zero reason to believe they’ll stay there and have a moat. At best they’ll have a couple good years of sales while waiting for everyone else to catch up and surpass them. L4 is now solved by several different companies (Waymo, Baidu, AVRide, Zoox all have L4 systems on the road now) so even if they get there first of the manufacturers they’ll have no moat. The theoretical moat of LiDAR being too expensive is also gone now that prices have dropped to a few hundred dollars a pop.

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What's a moat in this context?

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It's not a moat, it's called a flame deflector.

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